End Of The Hydrogen Hype Cycle -- Dan Tsubouchi -- October 10, 2024

Locator: 48546HYDROGEN.

Link here. Graphics pending. Below the fold. But to remind folks of the "hype curve":

Meanwhile, earlier  --

RBN Energy: how and where will US low-carbon-intensity hydrogen expand?

Given the frothy targets to reduce U.S. carbon emissions set by the 2016 Paris Agreement and an anticipated expanding role in that process for low-carbon-intensity (LCI) hydrogen that is barely being produced in 2024, it’s hard to believe there’s a path forward. Yet one recent study from industry participants in the National Petroleum Council (NPC), commissioned by the Department of Energy (DOE), provides detailed projections of how and where LCI hydrogen will develop, including regional variations. In today’s RBN blog we review that analysis. 

This is the third installment of a series covering the practical and economic viability of increased utilization of LCI hydrogen to reduce carbon emissions — ultimately to help meet the U.S. meet its net-zero-by-2050 goals. In Part 1, we introduced an NPC study commissioned by the DOE to help define potential pathways leading to LCI hydrogen deployment at scale.

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From Dan Tsubouchi

Maybe a little easier to see: